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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1451
Provence Wealth Management Group
California
$4.58K +$4.45K +22 New
UFF
1452
USA Financial Formulas
Michigan
$4.37K – – –
POIA
1453
Pin Oak Investment Advisors
Texas
$4K – – –
PMFA
1454
Plante Moran Financial Advisors
Michigan
$3.75K +$2.02K +10 +125%
TCA
1455
Trifecta Capital Advisors
Illinois
$3.54K – – –
NSIM
1456
North Star Investment Management
Illinois
$3.54K – – –
IHWM
1457
Iron Horse Wealth Management
Iowa
$3.54K +$1.62K +8 +89%
NMG
1458
New Millennium Group
Utah
$3.42K – – –
SSG
1459
Summit Securities Group
New York
$3K -$107K -528 -98%
MCM
1460
Magnolia Capital Management
New York
$3K – – –
BAM
1461
Bellevue Asset Management
Washington
$2.89K – – –
AP
1462
Arlington Partners
Alabama
$2.08K -$169K -836 -99%
AT
1463
Arlington Trust
Alabama
$2.08K +$2.02K +10 New
RCM
1464
Raleigh Capital Management
North Carolina
$2.08K +$2.02K +10 New
CA
1465
Centerpoint Advisors
Massachusetts
$2K – – –
GWSA
1466
Global Wealth Strategies & Associates
Colorado
$1.87K – – –
RFA
1467
Register Financial Advisors
Georgia
$1.87K +$1.82K +9 New
M
1468
MOTCO
Texas
$1.67K – – –
MTIC
1469
Missouri Trust & Investment Company
Missouri
$1.46K – – –
AFG
1470
Albion Financial Group
Utah
$1.32K +$1.21K +6 New
FSWA
1471
Financial Synergies Wealth Advisors
Texas
$1.25K – – –
HWP
1472
Highline Wealth Partners
California
$1.25K – – –
PA
1473
PSI Advisors
Florida
$1.04K – – –
CAM
1474
ClariVest Asset Management
California
$1K +$1.01K +5 New
HGERS
1475
Householder Group Estate & Retirement Specialist
Arizona
$833 +$809 +4 New
57 58
59
60 61